CPE Catalog
Increase the Efficiency of Your Organization
Available Until
Online
1.00 Credits
Member Price: $49
Proven ways to measure costs in relation to objectives Develop methods to measure company and department objectives Use ratios to measure and improve efficiency Develop an incentive system that rewards efficiency
Individual and Financial-Planning Tax Camp
Available Until
Online
8.00 Credits
Member Price: $159
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Individual and Financial-Planning Tax Camp
Available Until
Online
8.00 Credits
Member Price: $199
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Individual Income Tax Fundamentals
Available Until
Online
20.00 Credits
Member Price: $270
Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0 The Qualified Business Income deduction Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Wages and salaries Interest income, dividend income, mutual funds, Social Security Figuring tax Basic income tax preparation, Form 1040 and Schedules 1 – 3 Capital gains and losses Medical and dental expenses, charitable contributions IRA contributions and distributions Distributions from qualified retirement plans, pensions, and annuities Profit and loss from business or profession and self-employment tax Depreciation Rental income and expenses Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more
Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
Available Until
Online
10.00 Credits
Member Price: $189
Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0 Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Dependents and income Wages and salaries Credits, withholding, estimated tax, and basic return preparation Capital gains and losses Itemized deductions
Individual Income Tax Update
Available Until
Online
4.00 Credits
Member Price: $79
Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs Donor Advised Funds - IRS Proposed Regulations and Tax Planning Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program New Form 1099-DA Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Individual Tax Planning Ideas
Available Until
Online
4.00 Credits
Member Price: $79
Comprehensive coverage of the SECURE Act 2.0 Retirement planning in light of IRA and RMD changes Review of pertinent changes from recent legislation Reading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Compensation and fringe benefit issues Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them All in the family: Tax tactics for spouses, children, and parents Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Available Until
Online
4.00 Credits
Member Price: $79
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
Online
4.00 Credits
Member Price: $79
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until
Online
4.00 Credits
Member Price: $129
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Internal Controls and COSO in a Post-COVID Landscape
Available Until
Online
4.00 Credits
Member Price: $79
ACFE's Occupational Fraud 2022: A Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era Remote work circumstances and considerations
Internal Controls, COSO, and COVID-19
Available Until
Online
4.00 Credits
Member Price: $129
ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations Internal controls in relation to COSO principles How to employ controls to cut losses How to modify controls in the post-COVID era The potential impact of increased enforcement of laws and regulations to replenish government coffers Remote work circumstances and considerations
International Tax Challenges and Opportunities for U.S. Filers
Available Until
Online
3.00 Credits
Member Price: $75
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Introduction to Forensic Accounting
Available Until
Online
4.00 Credits
Member Price: $129
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Introduction to the Audit Process and Risk Assessment
Available Until
Online
2.00 Credits
Member Price: $89
History of the financial statement audit Objective of a financial statement audit Audit Process and Linkage Management and the Auditor’s Responsibilities Evaluating Audit Risk Risk Assessment Process Risk Assessment Procedures Documentation
IRS Tax Examinations and Hot Issues
Available Until
Online
4.00 Credits
Member Price: $129
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
IRS Tax Examinations and Hot Issues
Available Until
Online
4.00 Credits
Member Price: $79
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer’s reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
Key Partnership and S Corporation Tax Planning Strategies
Available Until
Online
4.00 Credits
Member Price: $79
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Key Partnership and S Corporation Tax Planning Strategies
Available Until
Online
4.00 Credits
Member Price: $129
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Latest Developments in Governmental Accounting and Auditing
Available Until
Online
8.00 Credits
Member Price: $159
Developing issues related to performing Yellow Book audits and single audits Key AICPA developments affecting audits of governments, including SAS No. 145 on risk assessment The 2024 implementation of GASB No. 100 on accounting changes and error corrections The end of 2024 application of GASB No. 101 addressing compensated absences Additional recently issued GASB standards and projects